Unclaimed
Christa Ragle is a financial advisor with Stifel, Nicolaus & Company, Inc. Christa has been working in the financial services industry since 2002. Her experience includes previous roles with Raymond James Financial Services, Inc. and Wachovia Securities, LLC. Christa is registered to provide investment advice in 39 states. Stifel, Nicolaus & Company, Inc. has approximately $149 billion in assets under management. The firm offers a variety of investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
10/20/2008 - Present
Stifel, Nicolaus & Company, Inc. (OKLAHOMA CITY OK)
OK
01/30/2015 - 02/04/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (EDMOND OK)
OK
01/01/2008 - 11/24/2008
WACHOVIA SECURITIES, LLC (OKLAHOMA CITY OK)
OK
03/01/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OKLAHOMA CITY OK)
BC
Issued 05/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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